-34.1%
INTU vs PFG
+82.7%
-116.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | +0.1% | +2.4% | -2.3% | -0.8% |
| 30D | +10.1% | +5.9% | +4.2% | +7.8% |
| 3M | -4.2% | -0.4% | -3.7% | -4.2% |
| 6M | -7.2% | +14.8% | -22.1% | -12.3% |
| YTD | -47.7% | +31.9% | -79.6% | -53.3% |
| 1Y | -46.7% | +38.8% | -85.5% | -53.4% |
| 3Y | -34.1% | +82.4% | -116.5% | -52.7% |
| All | -34.1% | +82.7% | -116.7% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PFG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling